Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Morrison has been working as a financial advisor for over 30 years. William has a deep understanding of the financial markets and a commitment to helping his clients achieve their financial goals. William has a broad range of experience, including working with individuals, families, businesses, and retirement plans. William is a Certified Financial Planner™ and a Chartered Financial Consultant. William currently works for CWM, LLC, a registered investment advisor firm. William has been with CWM, LLC since 2016. CWM, LLC provides financial planning, portfolio management, and estate planning services. William is also a member of the board of the University of Baltimore Foundation and an adjunct professor at Towson University.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other investment advisors
1
2
MD
05/26/2023 - Present
CWM, LLC (Cockeysville MD)
MD
09/08/2009 - 10/05/2009
LPL FINANCIAL CORPORATION (TOWSON MD)
MD
10/27/2006 - 09/08/2009
MUTUAL SERVICE CORPORATION (TOWSON MD)
MD
02/04/1993 - 10/30/2006
HORNOR, TOWNSEND & KENT, INC. (TOWSON MD)
DE
07/06/1992 - 02/08/1993
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 02/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/15/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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